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Forbes Financial Planning

Latest statistics and disclosures from Forbes Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VEA, SLYG, IJS, AGG, and represent 40.52% of Forbes Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VCSH, FVAL, BND, OSA, VTI, IEMG, GSLC, SPIB, VEA, IJS.
Started 4 new stock positions in IEMG, FVAL, OSA, BND.
Reduced shares in these 10 stocks: SCHV (-$6.3M), FIXD (-$6.0M), GLDM, IYK, XLV, XLK, XLE, IJT, AGG, SPY.
Sold out of its positions in FIXD, IYK, SCHV, GLDM.
Forbes Financial Planning was a net seller of stock by $-6.6M.
Forbes Financial Planning has $93M in assets under management (AUM), dropping by -9.94%.
Central Index Key (CIK): 0001911316

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Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 28 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.9	$9.2M		22k	429.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.3	$7.7M		176k	43.72	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	7.7	$7.2M		98k	73.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	7.6	$7.1M		80k	89.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.0	$6.6M		70k	94.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	6.4	$5.9M	+422%	79k	75.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.3	$5.9M	+5%	28k	212.41	View chart
Vanguard Index Fds Value Etf (VTV)	5.6	$5.2M		38k	137.93	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	4.7	$4.4M	+5%	141k	31.45	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	4.7	$4.3M	-4%	34k	128.74	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	4.3	$4.0M		35k	115.01	View chart
Apple (AAPL)	4.2	$3.9M		23k	171.21	View chart
Select Sector Spdr Tr Technology (XLK)	3.2	$3.0M	-2%	18k	163.93	View chart
Ishares Tr Core Div Grwth (DGRO)	3.2	$3.0M		61k	49.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$2.9M		6.7k	427.42	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	3.0	$2.8M	NEW	59k	47.85	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.6	$2.4M		22k	109.68	View chart
Select Sector Spdr Tr Energy (XLE)	2.4	$2.2M	-2%	25k	90.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$1.3M	NEW	18k	69.78	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.3	$1.2M	+28%	14k	84.23	View chart
Microsoft Corporation (MSFT)	0.6	$583k		1.8k	315.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$545k		3.4k	159.44	View chart
Prosomnus Common Stock (OSA)	0.5	$484k	NEW	466k	1.04	View chart
Amazon (AMZN)	0.4	$369k		2.9k	127.12	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$274k	NEW	5.8k	47.59	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$249k		914.00	272.31	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$229k		3.1k	73.58	View chart
Visa Com Cl A (V)	0.2	$208k		904.00	230.01	View chart

Past Filings by Forbes Financial Planning

SEC 13F filings are viewable for Forbes Financial Planning going back to 2021

Forbes Financial Planning 2023 Q3 filed Nov. 8, 2023
Forbes Financial Planning 2023 Q2 filed Aug. 8, 2023
Forbes Financial Planning 2023 Q1 filed May 5, 2023
Forbes Financial Planning 2022 Q4 filed Feb. 14, 2023
Forbes Financial Planning 2022 Q3 filed Oct. 21, 2022
Forbes Financial Planning 2022 Q2 filed Aug. 15, 2022
Forbes Financial Planning 2022 Q1 filed May 13, 2022
Forbes Financial Planning 2021 Q4 filed Feb. 18, 2022

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